Temple City Wills & Probate Lawyer, California, page 2

Sponsored Law Firm


Includes: Estate Administration, Living Wills, Wills

Mace Abdullah

Tax, Wills & Probate, Trusts, Estate
Status:  In Good Standing           Licensed:  35 Years

William Jeff Davidson

Litigation, Wills, Trusts, Estate
Status:  In Good Standing           Licensed:  17 Years

Debra L Graynom-Daly

Litigation, Wills, Trusts, Estate
Status:  In Good Standing           Licensed:  27 Years

Angela Hawekotte

Wills, Trusts, Gift Taxation, Corporate
Status:  In Good Standing           

Jan Ellen Copley

Wills, Trusts, Elder Law
Status:  In Good Standing           Licensed:  43 Years

Linda Lu Mclarnan

Wills & Probate, Estate, Guardianships & Conservatorships, Divorce & Family Law
Status:  In Good Standing           Licensed:  31 Years

Scott Howard Linden

Wills & Probate, Business, Estate Planning
Status:  In Good Standing           

Hilda Garzon-Ayvazian

Lawsuit & Dispute, Wills, Trusts, Accident & Injury
Status:  In Good Standing           Licensed:  30 Years

Erica B Deutsch

International Tax, Wills, Trusts, Estate Planning, Estate
Status:  In Good Standing           Licensed:  13 Years

Karen Mateer

Estate, Trusts, Wills & Probate
Status:  In Good Standing           Licensed:  26 Years

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LEGAL TERMS

SUCCESSOR TRUSTEE

The person or institution who takes over the management of trust property when the original trustee has died or become incapacitated.

INVESTOR

A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes invest... (more...)
A person who makes investments. An investor may act either for herself or on behalf of others. A stock broker or mutual fund manager, for instance, makes investments for others who have entrusted her with their money.

CERTIFICATION OF TRUST

See abstract of trust.

PER STIRPES

Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. F... (more...)
Under a will, a method of determining who inherits property when a joint beneficiary has died before the willmaker, leaving living children of his or her own. For example, Fred leaves his house jointly to his son Alan and his daughter Julie. But Alan dies before Fred, leaving two young children. If Fred's will states that heirs of a deceased beneficiary are to receive the property 'per stirpes,' Julie will receive one-half of the property, and Alan's two children will share his half in equal shares (through Alan by right of representation). If, on the other hand, Fred's will states that the property is to be divided per capita, Julie and the two grandchildren will each take a third.

IRREVOCABLE TRUST

A permanent trust. Once you create it, it cannot be revoked, amended or changed in any way.

DISTRIBUTEE

(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (ca... (more...)
(1) Anyone who receives something. Usually, the term refers to someone who inherits a deceased person's property. If the deceased person dies without a will (called intestate), state law determines what each distributee will receive. Also called a beneficiary.

CURATOR

See conservator.

FUNDING A TRUST

Transferring ownership of property to a trust.

ACCUMULATION TRUST

A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nic... (more...)
A trust in which the income is retained and not paid out to beneficiaries until certain conditions are met. For example, if Uncle Pierre creates a trust for Nick's benefit but stipulates that Nick will not get a penny until he gets a Ph.D. in French; Nick is the beneficiary of an accumulation trust.

SAMPLE LEGAL CASES

Guardianship of Ann S.

... 1118 OPINION. CORRIGAN, J.—. In 2003 the Legislature enacted Probate Code section 1516.5, making it easier for children in probate guardianships to be adopted by their guardians. (Stats. 2003, ch. ... We granted review. II. DISCUSSION. A. Probate Guardianship. ...

Schwartz v. Labow

... In August 2003, the probate court appointed Lionel B. Sanders, certified public accountant, conservator of Sylvia's and Louis's estates in the related conservatorships. ... DISCUSSION. 1. The probate court had jurisdiction in November 2005 to suspend appellant trustee's powers. ...

Estate of Bennett

... (collectively Smith), appeal from a probate court order granting the motion of petitioners Lu Ella Bennett, Jack H. Bennett, Jr., and Louise Comer to set aside and rescind a settlement agreement and an assignment of their interests in the estate of Jack Harry Bennett (decedent). ...